Are you an Operations Specialist I looking for a new opportunity?
Are you looking for a new contract opportunity?
We are pleased to offer you a new contract opportunity for you to consider: Operations Specialist I
-Start: ASAP
-Estimated length: 9 Months
-Location: Toronto
- Onsite role
Actively seeking for candidates with below requirements.
...
Advantages
You will have an opportunity to work with a leading employer in the local market.
Responsibilities
The Operations Specialist is responsible for research and administration of routine and complex financial
and non-financial transactions using all applicable systems for Company Securities clients and/or
Advisors while providing superior quality, meeting all published service levels, within a client centric
service model.
Key Responsibilities
• Process routine daily transactions such as processing account opening or transfer requests
received electronically or by way of paperwork; ensuring daily service levels are met with
internal and external partners;
• Follow-up on issues as necessary or as directed; investigate into special complex transactions or
other tasks as assigned, to a successful conclusion
• Address account opening or transfer related issues as it relates to any internal process related to
the new or updated account, or incoming transfer request. Reporting into Team Leader,
Supervisor or Manager on any escalated inquiries that are brought forward for resolution;
• Performing quality control or communicating on complex administrative cases with the Advisor
or Assistant directly as needed
• Using Dataphile tracking, or any other tracking tools, maintaining and reporting progress
updates regularly to the team;
• Maintains accurate records of transactions in order to interact effectively with clients;
• Identifies and or updates internal or external reference guides as necessary
• Identifies and solves most basic and complex problems based on an understanding of the
customers needs, using investigation and established processes, procedures or guidelines;
• Responsible for recognizing the need to redirect more complex problems or escalate potential
patterns to senior team members;
• Participates in special projects/assignments; perform other duties as required.
Qualifications
• Minimum of 2 years’ experience in the mutual fund financial services or investment industry, or
at least 2 years’ experience in a dealer back office;
• Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA
courses delivered by company
• Ability to identify patterns or connections and problem solving;
• Superior attention to detail and accuracy;
• Experience in Dataphile is an asset;
• Demonstrated proficiency in MS Office (Word, Excel) skills;
• Successful completion of IFIC Operations Course is an asset.
• CSC/CPH/IFIC Sales or IFIC Operations preferred
Attributes:
• Effective organizational, prioritization, and time management skills;
• Excellent interpersonal skills an ability to communicate effectively with all levels of staff;
• Ability to work in a fast paced team based environment.
• Action oriented
• Bachelor’s Degree, preferred.
Summary
Do you have this experience? If you answer YES, then please apply IMMEDIATELY to so we can then
discuss your experience and interest in this opportunity!
Randstad Technologies Group
Canadas largest provider of IT Staffing Solutions, offering hundreds of permanent and contract
opportunities across all roles, levels and platforms. Our Web-based tools help you see and apply for jobs
matched automatically to your skills and preferences. When youre ready to interview we meet with you in
person to help you build the technology career path youve always wanted. Visit www.randstad.ca to get
started!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
Are you an Operations Specialist I looking for a new opportunity?
Are you looking for a new contract opportunity?
We are pleased to offer you a new contract opportunity for you to consider: Operations Specialist I
-Start: ASAP
-Estimated length: 9 Months
-Location: Toronto
- Onsite role
Actively seeking for candidates with below requirements.
Advantages
You will have an opportunity to work with a leading employer in the local market.
Responsibilities
The Operations Specialist is responsible for research and administration of routine and complex financial
and non-financial transactions using all applicable systems for Company Securities clients and/or
Advisors while providing superior quality, meeting all published service levels, within a client centric
service model.
Key Responsibilities
• Process routine daily transactions such as processing account opening or transfer requests
received electronically or by way of paperwork; ensuring daily service levels are met with
internal and external partners;
• Follow-up on issues as necessary or as directed; investigate into special complex transactions or
...
other tasks as assigned, to a successful conclusion
• Address account opening or transfer related issues as it relates to any internal process related to
the new or updated account, or incoming transfer request. Reporting into Team Leader,
Supervisor or Manager on any escalated inquiries that are brought forward for resolution;
• Performing quality control or communicating on complex administrative cases with the Advisor
or Assistant directly as needed
• Using Dataphile tracking, or any other tracking tools, maintaining and reporting progress
updates regularly to the team;
• Maintains accurate records of transactions in order to interact effectively with clients;
• Identifies and or updates internal or external reference guides as necessary
• Identifies and solves most basic and complex problems based on an understanding of the
customers needs, using investigation and established processes, procedures or guidelines;
• Responsible for recognizing the need to redirect more complex problems or escalate potential
patterns to senior team members;
• Participates in special projects/assignments; perform other duties as required.
Qualifications
• Minimum of 2 years’ experience in the mutual fund financial services or investment industry, or
at least 2 years’ experience in a dealer back office;
• Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA
courses delivered by company
• Ability to identify patterns or connections and problem solving;
• Superior attention to detail and accuracy;
• Experience in Dataphile is an asset;
• Demonstrated proficiency in MS Office (Word, Excel) skills;
• Successful completion of IFIC Operations Course is an asset.
• CSC/CPH/IFIC Sales or IFIC Operations preferred
Attributes:
• Effective organizational, prioritization, and time management skills;
• Excellent interpersonal skills an ability to communicate effectively with all levels of staff;
• Ability to work in a fast paced team based environment.
• Action oriented
• Bachelor’s Degree, preferred.
Summary
Do you have this experience? If you answer YES, then please apply IMMEDIATELY to so we can then
discuss your experience and interest in this opportunity!
Randstad Technologies Group
Canadas largest provider of IT Staffing Solutions, offering hundreds of permanent and contract
opportunities across all roles, levels and platforms. Our Web-based tools help you see and apply for jobs
matched automatically to your skills and preferences. When youre ready to interview we meet with you in
person to help you build the technology career path youve always wanted. Visit www.randstad.ca to get
started!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
show more
